
Account Growth Strategist
24 hours ago
The Customer Account Specialist is a vital role within our organization, responsible for establishing and maintaining effective customer relationships.
- Foster relationships with customers to provide timely value propositions, propelling them to grow and achieve goals while strengthening their relationship with the business.
- Timely Case Management & Inquiry Resolution: Complete case management-related inquiries within Salesforce, adhering to established service levels.
- Salesforce Account Monitoring & Maintenance: Monitor, enter, update, and close Salesforce Accounts, Files, and/or Case records.
- Proactive Customer Communication: Provide timely follow-up to customers, keeping them informed about request progress.
- Report Delivery & SLA Compliance: Ensure reports and information requests are delivered on time, meeting service level agreements.
- Collaboration with Sales Team: Identify and collaborate with sales team on leads to contribute to revenue generation and growth.
- Account Retention Management: Maintain account retention targets by developing and nurturing relationships with key decision-makers.
- Customer Feedback & Product Improvement: Obtain customer information and make recommendations for product enhancements.
- Relationship Development: Develop multi-level relationships with key decision-makers to ensure retention and relationship stability.
- Product Expansion Proposals: Propose additional products and services to expand the organization's footprint within existing accounts.
- Minimum 2 years of call center or related experience preferred.
- Familiarity with productivity software, CRM systems, and other call center technologies preferred.
- Proven experience in case management or customer service roles.
- Proficiency in Salesforce or similar CRM platforms.
- Strong communication and interpersonal skills.
- Ability to manage multiple tasks and prioritize effectively.
- Excellent problem-solving skills and attention to detail.
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